异动解读 | Ulta美容盘中大涨8.43%,因第三季度业绩超预期并上调全年指引

异动解读
Dec 05, 2025

Ulta美容(ULTA)今日盘中大涨8.43%,引起了市场的广泛关注。

消息面上,Ulta美容公布的第三季度业绩远超预期,净销售额同比增长12.9%至29亿美元,同店销售额增长6.3%。公司同时上调了全年业绩预期,预计全年销售额约为123亿美元,高于此前预期的120亿至121亿美元;每股收益预计在25.20至25.50美元之间,高于此前预期的23.85至24.30美元。

强劲的业绩主要得益于彩妆和护肤产品的需求旺盛,以及公司在产品和客户体验方面的持续改进。多家券商随后上调了该股的目标价,进一步提振了市场信心。

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